JJR Financial - Northwestern Mutual

09/02/2026

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.

Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

09/01/2026

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence.

Prepare your financial plan for economic uncertainty with practical strategies to strengthen savings, manage risk, and stay focused on long-term goals.

08/31/2026

Choosing a trustee is one of the most important decisions in your estate plan. It deserves as much thought as the trust terms themselves. Here's what to consider before you decide—and if you'd like to talk through your options, I'm here to help.

You've worked hard to build something worth leaving behind—here's how to make sure it reaches your children the way you intend.

08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6182B1xnJM

08/28/2026

Indexed universal life insurance policies don’t always perform the way they’re illustrated. Learn how they work and why you may have better options.

Indexed universal life insurance policies don’t always perform the way they’re illustrated. You may have better options.

08/28/2026

After years of low yields, bonds may once again offer meaningful income potential. This article explains why today’s higher rate environment could make fixed income worth another look for investors.

Higher yields have changed the bond market. Here’s what investors should know.

08/27/2026

When a high-profile company goes public, it can feel like you're missing out if you don't act fast. But first-day hype rarely tells the whole story. Understanding how IPOs work—and how they fit into a broader financial plan—makes all the difference. I'd be happy to connect and walk you through how this applies to your plan.

Before you chase the IPO buzz, here's what every investor should know about how they work and when they fit your plan.

08/26/2026

You've probably heard "buy term and invest the rest." It's worth knowing what that advice leaves out—especially when it comes to permanent protection and cash value. I'd be glad to walk you through how these tools can fit together in a plan built for your goals.

"Buy term and invest the rest" is popular advice—but it doesn't tell the whole story about how life insurance fits into a complete financial plan.

08/25/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started.

Talking about money with friends and relatives can be hard, but the benefits are proven. Here’s how to get started.

08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6188BELqln